WISDOMTREE TR (AIVI) is held by 24 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling AIVI?

In Q2 2026, 10 institutions opened or increased positions in WISDOMTREE TR while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AIVI?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for AIVI. In Q2 2026, the institutional leg showed net inflows: 10 buying versus 8 selling.

How many hedge funds hold AIVI?

24 institutional investors report holding WISDOMTREE TR (AIVI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into AIVI?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 10 buyers versus 8 sellers — net inflows.

WISDOMTREE TR

AIVI·97717W786·US·ETF·Unknown - Unknown

Holders

(3 Elite)

$9.4M

Total Value

56% (18)

Consensus

10 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 24 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AIVI.

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	50,789(-11.5%)	$2.9M	0.0%	+48.89%	0
LPL Financial LLC	Increased	46,897(+4.8%)	$2.6M	0.0%	+40.26%	28
JONES FINANCIAL COMPANIES LLLP	Increased	15,441(+0.4%)	$863,044	0.0%	+45.65%	25
Savant Capital, LLC	Increased	9,960(+100.0%)	$549,938	0.0%	+11.50%	39
CITADEL ADVISORS LLC	Decreased	7,238(-7.2%)	$407,499	0.0%	+9.48%	0
EP Wealth Advisors, LLC	Unchanged	5,960	$335,548	0.0%	+63.82%	0
Creative Planning	Decreased	5,211(-1.3%)	$293,379	0.0%	+62.66%	0
RAYMOND JAMES FINANCIAL INC	Increased	4,812(+14.0%)	$270,906	0.0%	+51.25%	26
WELLS FARGO & COMPANY/MN	Increased	4,136(+69.1%)	$232,862	0.0%	+8.63%	23
STIFEL FINANCIAL CORP	Decreased	4,000(-1.2%)	$225,200	0.0%	+24.20%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Unchanged	3,734	$210,224	0.0%	+45.84%	0
NewEdge Advisors, LLC	Increased	3,228(+462.4%)	$181,738	0.0%	+10.05%	37
TD Waterhouse Canada Inc.	Unchanged	2,600	$145,080	0.0%	+75.31%	0
BLAIR WILLIAM & CO/IL	Unchanged	1,210	$68,123	0.0%	+116.95%	0
BlackRock, Inc.	Unchanged	663	$37,327	0.0%	+15.92%	0
Steward Partners Investment Advisory, LLC	Decreased	250(-83.4%)	$14,075	0.0%	+66.87%	0
OSAIC HOLDINGS, INC.	Decreased	200(-84.9%)	$11,260	0.0%	+27.94%	0
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	131	$7,375	0.0%	+28.76%	0
UBS Group AG	New	104	$5,855	0.0%	+7.40%	24
ROYAL BANK OF CANADA	New	81	$5,000	0.0%	+7.40%	23

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

Smart Money Verdict

Who's Trading

Top Holders

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